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JW

Jackie Willis

Commercial Client Service Associate Senior at Huntington National Bank
Intro Book
Experienced banking professional with a strong background in commercial and retail banking, lending, and credit analysis.
  • Claim this Profile
Location
New Orleans, Louisiana, United States, US
Skills
  • Commercial Banking
  • Commercial Lending
  • Banking
  • Consumer Lending
  • Retail Banking
  • Show all
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Bio

Generated by
Topline AI
Jackie Willis is a seasoned banking professional with extensive experience in commercial and retail banking, lending, and credit analysis. She has managed teams, developed banking profiles, and implemented compliance programs. Willis holds a degree in Accounting and Finance and has certifications in Bank Secrecy Act Compliance and NMLS.

Credentials

  • Certified BSA/AML Professional (CCBCO)
    Louisiana Bankers Association
    Apr, 2014
    - May, 2026
  • Bank Secrecy Act Compliance Specialist (BSACS)
    Louisiana Bankers Association
  • NMLS
    Bank of Louisiana

Experience

  • Huntington National Bank
    • Remote
    • Commercial Client Service Associate Senior
      • May 2023 - Present
      • Remote

  • Edward Jones (Headquarters)
    • Banking Specialist
      • May 2022 - Present

  • IBERIABANK
    • Harvey, Louisiana
    • Sr. Relationship Banker
      • Dec 2019 - Aug 2021
      • Harvey, Louisiana

  • Bank of Louisiana
    • Branch Manager/ Assistant BSA/ Sales Coordinator
      • Dec 2013 - Dec 2019

      Managed a staff of 5, coach bankers, BM, ABM on cross selling, created a banking profile, also kept up with the bank sales (Accts, loans, credit cards and mortgages) BSA- CTR’s, Sar’s, FinCen report reports, transaction monitoring, KYC, AML, that was all done daily and weekly, attended the BSA training, certified AML/BSA Officer

  • Hancock Whitney
    • United States
    • Banking
    • 700 & Above Employee
    • Assistant Manager/ Branch Operations Manager
      • Apr 2010 - Mar 2013

    • Personal Banker
      • Feb 2008 - Apr 2010

Education

  • 2006 - 2008
    Our Lady of Holy Cross College
    Accounting and Finance
  • 1996 - 1999
    Delgado Community College
    Associate of Science (A.S.) Business Administration, Accounting and Finance
  • 1995 - 1996
    Dillard University
    Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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